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07a - Dashboards (Explained (Display data from custom source reports, Has…
07a - Dashboards
Explained
Display data from custom source reports
Has a running user to determine what data is visible
Can use visualforce pages to present data from other sources
Displays data as of the last time the dashboard was refreshed.
Comprises up to 20 components
Can be scheduled to be refreshed & emailed automatically.
A dashboard is a visual representation of data from multiple reports.
Table & Chart Components
Use options in component editor to select
Chatter photos used where source report is grouped by user or chatter group name
Up to 4 columns in a table, where the source report contains a chart. A column can display any grouping or summary field in the chart, or the second level grouping in the report itself.
Which groups & summarized fields to display in chart
Gauge & Metric Components
Display the grand totals from the bottom of a report. Use the options in the component editor to select:
Breakpoints & range colours in gauges to determin the required thresholds.
Conditional highlighting in metrics to apply a specified highlight colour depending on grand total value.
Source Report to Dashboard
Components use the 1st summarized field in the source report. You can edit chart components to change the grouping & field used.